Jim Thournout

With over 38 years of industry experience, Jim has built a practice based on integrity, trust and disciplined investment advice. Jim's dedication and success in helping his clients with the management of their wealth has been recognized by his appointment as one of the firm's prestigious Council Members. This group recognizes the top advisors of RBC Dominion Securities for their superior quality of advice, commitment to client service and elite level of success in helping clients build and protect wealth.

In addition to being a consistent member of the firm's top advisors, Jim has also been appointed Vice-President of RBC Dominion Securities in recognition of the professionalism and integrity with which he serves his clients and his leadership in the firm.

Jim's services are specially designed for individuals, families, businesses or professionals whose wealth management needs require a superior level of professional care.

Feel free to contact Jim to find out how his wealth management approach can help you build wealth, prepare for your retirement, create an effective income stream or plan ahead for your business or estate.

Allan Turner

Allan Turner has spent over 20 years in the financial services industry and today is a recognized Associate Wealth Advisor & Financial Planner with specific focus on Wealth Management for individuals, estates and businesses.

He is a Chartered Investment Manager (CIM) which underscores his expertise and ability to execute advanced investment techniques that take his clients' investment goals to the next level. He is also a Certified Financial Planner (CFP), and is qualified to provide custom financial planning solutions to his clients in addition to investment advice. Furthermore, he has attained the advanced status of Fellow of the Canadian Securities Institute (FCSI).

Allan's approach is one of conservative growth with cash-flow assets, enabling clients to preserve their wealth and reach their financial goals. Instead of "timing the markets" Allan focuses on asset allocation, diversification, and keeping a close watch on market trends.

Michelle Babcock

Michelle joined RBC Dominion Securities Inc. in 2000 & works closely with Jim & Allan helping clients stay informed about the performance of their portfolios. Her role with the team also includes the coordination of Financial, Estate, and Insurance consultations, marketing & Estate processing.

Since joining the industry, Michelle has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practice Handbook (CPH), Wealth Management Essentials (WME) and is a licensed Registered Representative.

Michelle is activetly involved in the community and has volunteered her time with many local charities. She also sits on the executive committee of October Sky and is an advocate for children & adolescent Mental Health awareness. Michelle resides in London with her husband Jim and 4 children.

Andrea Sintzel

In Collaboration With

Albert Schoeley

Financial Planning Specialist

Albert attended the University of Waterloo where he completed a Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent the last 10 years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.

Albert is a member of the Canadian Institute of Chartered Accountants, Institute of Chartered Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants' In-Depth Tax Courses.

Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

Phil Boglevsky

Financial Planner

Prior to joining RBC Dominion Securities, Phil held a role with an Investment firm where he focused in investment policy statement preparation and financial planning. His experience includes incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies.

Phil's academic and professional qualifications include an Economics Degree from the University of Western Ontario, and Diplomas in Finance & Insurance from Fanshawe College in London, Ontario. Phil is a Certified Financial Planner, Fellow of the Canadian Securities Institute, and holds Financial Management Advisor and Canadian Investment Manager Designations.

As sound financial plan is an investment in your future. Phil guides clients through a comprehensive financial planning process to deliver a tailored, overall strategy designed to satisfy immediate concerns, as well as long-term security.

Rick Squires

Estate Planning Specialist

Rick began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Registered Trust and Estate Practioner (TEP). Rick can identify and recommend creative, tax-exempt insurance strategies. Rick focuses on both personal and corporate insurance needs to increase your net worth and reduce the impact of taxation.

Shannon Row-Ewing

Will & Estate Consultant B.A., LL.B.

Shannon worked in private practice for 10 years before joining RBC in 2010. She specialized in the areas of Wills and estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society. Shannon provides a complimentary Will and Estate Planning consolation to clients who have accumulated their wealth and are looking for ways to structure their estate in an efficient and tax-effective manner. She will provide you with a report outlining various estate planning issues for you to explore in future detail with your own lawyer or accountant. Shannon lives in Woodstock, Ontario with her husband and three kids.

Susan MacDonald

Senior Estate & Trust Advisor, TEP, STI, MTI

As an estate and trust advisor, Susan MacDonald has been serving clients throughout Western Ontario for over two decades. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute and Trust Institute.

Susan works with your Dominion Securities advisor, families and businesses to provide a customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets or arranging to assist with Power of Attorney responsibilities, Susan brings the necessary skill set to provide you with the best possible solution.